Canada Life – Investment Choices for Clients Entering Drawdown

Unlike at accumulation, decumulation includes added risks. Since pension freedoms there has been a significant rise in the use of income drawdown with an equal rise in the need to manage decumulation risks. On top of that, with consultations on value for money, there is a greater need to be able to offer solutions for each stage of a client’s retirement and not simply a ‘one size fits all’ approach.

Andrew Morris, product Specialist at Canada Life Asset Management will be covering the risks associated at retirement and the options available to advisers to help manage these, with a focus on multi asset and risk targeted funds to help combine what is already in place within an investment proposition. During the session we will discuss the pros and cons to numerous strategies designed to manage decumulation risk and where each might fit within the clients retirement journey.

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